We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

The S.M.A.R.T. Approach

We've built our firm on lifelong relationships rooted in performance and trust.

A 5 Step Process to Life, Leadership and Investing

Description: book-cover Vincent has over 25 years’ experience guiding individuals and institutions in all areas of the financial services industry. Having been mentored by leaders in the areas of growth, leadership, wealth management and asset protection strategies, Vincent has been better able to serve his client’s needs in an ever changing world that demands outside-the-box approaches to building long-term clarity in life and financial security.

Vincent is also a certified coach, teacher and speaker aiding in personal and professional growth and leadership through his interactive workshops, seminars and keynote speaking.

In this book, Vincent covers:

  • Learning the S.M.A.R.T. approach to life and unique formula to investing
  • Removing the limiting beliefs that have held you back
  • Not allowing fear and greed to dictate your life and the legacy you leave behind
  • Moving you and/or your team or organization in the desired direction to reach your goals

The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing is available at the following stores:

Description: http://pfswealthgroup.com/wp-content/uploads/2016/05/bn.pngDescription: http://pfswealthgroup.com/wp-content/uploads/2016/05/amazon.png

I would like to attend the next FREE live event retirement dinner!

***Must be at least 55 yrs old with a minimum $250k in current investments

How Close to Retirement are You?

Investment Asset Size:

Get access to our helpful retirement kit which includes three guides
that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and Madison Avenue Securities, LLC ("MAS"), a Registered Investment Adviser. MAS and PFS Wealth Management are not affiliated companies. Insurance products are offered through the insurance business PFS Wealth Management Group and are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. The firm is not affiliated with the US government or any governmental agency.